Foxhall Shepherd Funds(1)

Tracking Global Trends

Shepherd Large Cap Growth Fund

US> Mid-Cap > Growth

Jan 30, 2008

Many important academic studies have shown that a globally diversified portfolio is safer, less risky and more diversified than just investing in the U.S. In the long-run, it is more important to get the long-term global market and industry trends right rather than individual company fundamentals. Shepherd Large Cap Growth Fund manager Paul Dietrich subscribes to these findings and tracks “Global Super-Cycle” trends by using a specialized relative strength tracking methodology.